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Inheritance Tax Planner

Inheritance Tax Calculator

Using the new Main Residence NRB

Adding an asset

Editing an asset

Adding a liability

Editing a liability

What is suggested planning?

What IHT Planning options are available?

How do I set which years each client is due to die in?

My client has an NRB transfer from a previous marriage

How do I use the residual estate slider?

I have two clients that aren't married

What values are shown on the breakdown?

Can I see the effect of my suggested IHT planning?

How are liabilities taken into account?

I would like to change the assumed value of CPI

What's the difference between the planning I entered in creation and suggested planning?

What do the coloured bars for each asset indicate?

How do I create a report?

Getting Started

What is the Inheritance Tax Calculator?

How do I request a trial?

How can I add the tool to my package?

Can I book a demo?

Can I download a sample report?

How much is the Inheritance Tax Calculator?